Advisor at Prism Planning Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prism Planning Partners
Location
Libertyville, IL 60048
Credentials
CFP®, Series 66
Industry experience
19 years
Daniel Peters is a CFP® and holds a Series 66 license with 19 years of experience in the financial services industry. He has worked at firms including Securian Financial Services, Inc., Gcg Financial, Inc., and Alera Investment Advisors before joining Prism Planning Partners in 2018. Daniel is based in Libertyville, IL and is part of a four-advisor team at Prism. Prism Planning Partners provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a passive investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds, ETFs, and DFA funds, with a structured planning process and ongoing portfolio monitoring.
Based on Prism Planning Partners
Financial planning services generally charged a flat rate of $6,500 (may be higher for complexity)
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.50%
$350-$500 per hour
Account minimum: $500,000
321 S. Milwaukee Avenue
Libertyville, IL 60048
Illinois
Prism Planning Partners, LLC
2018 - Present (8 years)
Alera Investment Advisors, LLC
2017 - 2018 (1 year)
Triad Advisors, Inc.
2017 - 2018 (1 year)
Gcg Financial, Inc.
2015 - 2018 (3 years)
Securian Financial Services, Inc.
2006 - 2017 (11 years)
Minnesota Life Ins Co
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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